ZipRecruiter

Log In

2

Remote Financial Planner Jobs in Washington (NOW HIRING)

Addison Group

Senior Financial Analyst

Tysons, VA · Remote

$100K - $110K/yr

Remote Schedule: Monday-Friday | EST business hours Compensation: $100,000 - $110,000 / Annually ... Lead budgeting, forecasting, and financial planning activities * Support strategic planning ...

Deckers

Sr. Merchandise Planner - HOKA DTC

Washington, DC · On-site +1

$79K - $107K/yr

US Remote Interested applicants must reside in one of the following approved states: Arizona ... You'll drive the development and execution of strategic financial plans, collaborating across teams ...

Deckers

Sr. Merchandise Planner - Teva DTC

Washington, DC · On-site +1

$79K - $107K/yr

US - CA Remote Goleta Interested applicants must reside in one of the following approved states ... Develop and execute financial plans at channel, class, and style level to maximize sales and ...

Deckers

Sales Planner - NA UGG

Washington, DC · On-site +1

$66K - $89K/yr

US - CA Remote Goleta Interested applicants mustresidein one of the following approvedstates ... Identify trends, risks, and opportunities, making recommendations with financial and strategic ...

previous pagenext page

Showing results 21-40

All JobsFinancial Planner JobsRemote Financial Planner JobsRemote Financial Planner Jobs in Washington

Remote Financial Planner information

See Washington salary details

$57.2K

$109.5K

$158K

How much do remote financial planner jobs pay per year?

As of Sep 7, 2026, the average yearly pay for remote financial planner in Washington is $109,501.00, according to ZipRecruiter salary data. Most workers in this role earn between $86,100.00 and $115,500.00 per year, depending on experience, location, and employer.

What is a remote financial planner?

A remote financial planner is a professional who helps individuals or businesses manage their finances, investments, and long-term financial goals, but does so primarily through virtual channels such as phone calls, video conferencing, and online platforms. They provide services including budgeting advice, retirement planning, tax strategies, and investment recommendations, all without the need to meet clients in person. This remote setup offers flexibility for both the planner and client, often allowing for a broader client base and more convenient scheduling.

How do remote financial planners typically collaborate with clients and colleagues while working offsite?

Remote Financial Planners rely heavily on digital platforms to maintain strong client relationships and collaborate with team members. Video conferencing, secure messaging, and cloud-based financial planning tools are commonly used to conduct meetings, share documents, and track progress on client accounts. Effective communication skills and comfort with technology are essential, as much of the role involves proactive outreach, virtual presentations, and joint planning sessions with colleagues in compliance, investment, or tax advisory. While the work is flexible, staying organized and responsive helps ensure high client satisfaction and smooth teamwork.

What are the key skills and qualifications needed to thrive as a remote financial planner, and why are they important?

To thrive as a Remote Financial Planner, you need strong analytical skills, comprehensive knowledge of financial planning, and certification such as CFP (Certified Financial Planner). Familiarity with financial planning software, CRM systems, and secure communication tools is typically required. Exceptional interpersonal skills, self-motivation, and clear virtual communication help build trust and maintain client relationships remotely. These abilities are essential for delivering effective, compliant financial advice and fostering long-term client satisfaction from a distance.

What is the difference between Remote Financial Planner vs Remote Financial Advisor?

AspectRemote Financial PlannerRemote Financial Advisor
CertificationsCFP, ChFC, or similarCFP, ChFC, or similar
Work EnvironmentIndependently or with firms, client meetings onlineIndependently or with firms, client meetings online
Industry UsageFinancial planning, wealth managementFinancial planning, wealth management
Primary FocusCreating comprehensive financial plansProviding personalized financial advice

Remote Financial Planners and Remote Financial Advisors often share certifications and work environments. The main difference is that financial planners develop comprehensive plans, while financial advisors focus on personalized advice. Both roles serve similar client needs in the financial industry, often overlapping in duties and qualifications.

What are the most commonly searched types of Financial Planner jobs in Washington?

The most popular types of Financial Planner jobs in Washington are:

What are popular job titles related to Remote Financial Planner jobs in Washington?

For Remote Financial Planner jobs in Washington, the most frequently searched job titles are:

What job categories do people searching Remote Financial Planner jobs in Washington look for?

The top searched job categories for Remote Financial Planner jobs in Washington are:

What cities in Washington are hiring for Remote Financial Planner jobs?

Cities in Washington with the most Remote Financial Planner job openings:

Remote Financial Planner jobs near you
Infographic showing various Remote Financial Planner job openings in Washington as of August 2026, with employment types broken down into 84% Full Time, and 16% Part Time. Highlights an 100% Remote job distribution, with an average salary of $109,501 per year, or $52.6 per hour.

Senior Associate, Financial Planning & Analysis

Lightshift Energy

Arlington, VA • On-site, Remote

$120K - $160K/yr

Full-time

Medical, Dental, Vision, Retirement, PTO

Re-posted 2 days ago

Job description

Description

Description of Role:

Reporting to the Head of Corporate Finance, the Senior Associate will have a key role in Lightshift's short-term and long-term financial planning. The ideal candidate has experience working in an entrepreneurial environment and with complex corporate financial models.


Core responsibilities will include: 

  • Develop, generate, and enhance end-to-end financial and operational models;
  • Manage analysis of monthly, quarterly, and annual reviews;
  • Improve and implement financial planning and budgeting process;
  • Assist in the preparation of monthly, quarterly, and annual presentations to the Board and management;
  • Conduct fundamental analysis of company and portfolio-level cash flow, including in-depth financial analysis to drive decision making;
  • Coordinate with accounting and treasury to facilitate accurate and timely reporting;
  • Support finance, accounting, and treasury functions as needed;

Location:

Washington, DC Metro Area preferred; remote candidates will be considered


Compensation & Benefits:

  • Salary range: $120,000 - $160,000; commensurate with related qualifications and experience
  • Generous annual cash bonuses; 
  • Upside in the company for well-qualified candidates; 
  • Full benefits package, including 401k, health/dental/vision insurance, paid vacation, paid sick leave, paid holidays, and short-term disability.

Requirements

Qualifications:

  • BA/BS in finance, accounting, economics, or related degree; CPA/CFA a plus;
  • 5+ years of experience with corporate FP&A; preferably in renewable energy;
  • Proficient in Excel; ability to build, manipulate and interpret complex financials models and perform sensitivities;
  • Proficient in PowerPoint, Power BI, or other reporting and dashboarding tools; skilled in creating presentations;
  • Entrepreneurial team player with ability to drive business execution and performance 
  • Excellent interpersonal, organizational, and communication skills;
  • Excellent quantitative and qualitative analytical skills;
  • Understanding of GAAP financial accounting;
  • Task-oriented with high attention to detail;
  • Willingness to travel up to 10% of the time.

Apply